Our client is a leading international bank specializing in private wealth management offering tailored investment solutions and personalized financial services to high net worth individuals.
about the job
- Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.
- Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions.
- Handle account openings, transactions, and investment orders accurately and promptly.
- Address client inquiries professionally and identify opportunities to strengthen client relationships.
- Work with Operations, Compliance, Legal and Product teams to ensure smooth service delivery and regulatory compliance.
- Perform client due diligence, maintain accurate records, assist with portfolio reviews and provide market insights to enhance client portfolios.
skills and experience required
- Bachelor's degree in Finance / Business / related field.
- At least 3 years of relevant experience in private banking and/or wealth management.
- Proficiency in Mandarin (spoken and written) to communicate effectively with Mandarin-speaking clients across the ASEAN region.
- Proven ability to build and maintain strong client relationships with excellent communication and interpersonal skills.
.We regret to inform you that only shortlisted applicants will be notified.
To apply online please use the apply function, alternatively you may contact Reenie at 6697 7943 / [Confidential Information] for a confidential discussion.
EA: 91C2918 | R2198716
